• Role Definitions
• Glossary of old to new travel terms
• Concur Acronyms and Travel Terms (PDF, 212 KB)
• Concur System Icons and Definitions (PDF, 277 KB)
• Courses (links below to the CULearn course pages and materials, NetID login required):
  • Travel 100, Creating Your Travel Profile in Concur
    • Download presentation (PDF, 538 KB)
  • Travel 101, Booking Travel in Concur
    • Download presentation (PDF, 582 KB)
  • Travel 102, Creating an Expense Report in Concur
    • Download presentation (PDF, 523 KB)

Choose your topic

Logging In and Viewing the Concur Homepage

• Logging in and bookmarking Concur
• Navigating Concur
• Exploring the SAP Concur Homepage (1:38 min.)

Managing Your Profile

Cornell Documentation:

• Navigating the Profile Options Page
• Completing Personal Information
• Completing Travel Preferences
• Setting Up Delegates
• Adding Credit Cards
• Concur Profile Checklist (PDF, 753 KB)

Cornell Videos:

• Setting Up Your Profile (1 hr., 6 min.) (Updated 3/4/2022)

Concur Videos:

• Updating Your Profile (4:40 min.)
• Updating Your Expense Profile (2:04 min.)
• Updating your Travel Profile (4:26 min.)

Acting as a Delegate

• Concur Video: Acting as a Delegate (3:50 min.)

Booking a Trip

Quick Reference Guides and Resources:

• Cornell Quick Reference Guide for Concur Travelers, Assistants, and Travel Arrangers (PDF, 299 KB) (Updated 9/15/2021)
• Concur Travel Quick Start Guide (DOC, 12.7 MB) – Optional
• Instructions to enable the Outlook Web Application to add reservations to your calendar
• Travel Agent Fees – NetID login required

Cornell-Specific Corporate Travel Planners (CTP) Training Presentations and Videos:

• Booking Travel in Concur, July 22, 2019 (PDF, 587 KB)

Concur Videos:

• Travel and Expense Overview (7:21 min.)
• Booking a Flight (4:42 min.)
• Booking a Hotel (3:04 min.)
• Booking a Car (3:02 min.)
• Changing a Purchased and Ticketed Trip (1:53 min.)

Using Mobile Apps

Two mobile apps are associated with Concur: Concur Mobile (with integrated ExpenseIt functionality) and TripIt Pro. For information on what each app does, see Using Mobile Apps.

Using Concur Mobile

• Activating Concur Mobile
• Concur Mobile for Android
• Concur Mobile for iPhone

Using ExpenseIt in the Concur App (Electronic Receipt Capture)

• For Android (58 sec.)
• For iPhone (56 sec.)

Using TripIt Pro

• Activating TripIt Pro
• Getting Started (2:13 min.)

Adding Expenses

Concur Quick Start Guides:

• Concur Expense QuickStart Guide (PDF)
• Expense Type Job Aid (PDF)

Concur Videos:

• Adding an Out-of-Pocket Expense (1:53 min.)
• Adding Card Transaction/Expenses (2:08 min.)
• Working with Available Receipts Expense (2:38 min.)
• Itemizing Expenses (2:00 min.)
• Itemizing Nightly Lodging Expenses (3:44)
• Allocating Expenses (2:57 min.)

Creating an Expense Report

Cornell Guides:

• Cornell Job Aid: Concur Expense Report (PDF, 105 MB)

Cornell Videos:

• Completing your expense report in Concur (36:33 min)
• Claiming Per Diem for Meal Reimbursement (7 min.) (Updated 9/10/2021)

Concur Videos:

• Creating an Expense Report Based on a Completed Trip (1:55 min.)
• Printing and Submitting an Expense Report (1:23 min.)
• Correcting and Resubmitting an Expense Report (1:26 min.)
• Creating an Expense Report with Fixed Travel Allowances (3:03 min.)
  • In Concur, Travel Allowances is a new term that means per diem.

Creating and Managing Requests

Note: Not all features will be used; the most common use will be for department pre-trip approval.

• Creating and Submitting a Request to Travel (2:15 min.)
• Closing a Request (1:36 min.)
• Requesting a Cash Advance (1:56 min.)

Approving Requests (Supervisors/BI Managers)

• Approving Requests (3:22 min.)

Reviewing and Approving Expense Reports (BSC Processor)

• Processor Checklist (PDF, 29 KB)

Adding or Confirming Account Distribution (KFS Org Managers)

• KFS Org Manager Tutorial (Updated 9/10/2021)

Reporting (Supervisors/BI Managers)

• Supervisor Reporting Job Aid (PDF, 302 KB)
• Concur Reporting Guide (DOCX)
• Running a Standard Report (5:08 min.)